Purchases and Sales Made in Q4 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 2023. The information is specifically focused on institutions that hold shares of VALERO ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
124+ 1.71% |
$14.9K - $17.1K
|
7.36K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
122+ 8.5% |
$14.6K - $16.8K
|
1.56K
$220K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
122+ 762.5% |
$14.6K - $16.8K
|
138
$19.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
121+ 2.13% |
$14.5K - $16.7K
|
5.81K
$819K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
120+ 0.81% |
$14.4K - $16.6K
|
14.9K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
120+ 5.77% |
$14.4K - $16.6K
|
2.2K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
116+ 2.38% |
$13.9K - $16K
|
4.98K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
114+ 11.46% |
$13.7K - $15.7K
|
1.11K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
114+ 7.17% |
$13.7K - $15.7K
|
1.7K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
114+ 1.89% |
$13.7K - $15.7K
|
6.15K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
111New |
$13.3K - $15.3K
|
111
$15.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
110+ 1.96% |
$13.2K - $15.2K
|
5.73K
$808K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
108New |
$13K - $14.9K
|
108
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
106+ 5.41% |
$12.7K - $14.6K
|
2.07K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 4.04% |
$12.6K - $14.5K
|
2.7K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
100+ 6.05% |
$12K - $13.8K
|
1.75K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 27.25% |
$12K - $13.8K
|
467
$65.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$12K - $13.8K
|
100
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
100+ 1.37% |
$12K - $13.8K
|
7.43K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
100+ 5.02% |
$12K - $13.8K
|
2.09K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
100+ 2.7% |
$12K - $13.8K
|
3.8K
$536K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
100+ 5.02% |
$12K - $13.8K
|
2.09K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$11.5K - $13.3K
|
96
$13.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
92+ 0.26% |
$11K - $12.7K
|
35.7K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
92+ 1.1% |
$11K - $12.7K
|
8.48K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
91New |
$10.9K - $12.6K
|
91
$12.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
90+ 17.68% |
$10.8K - $12.4K
|
599
$84.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 0.57% |
$10.7K - $12.3K
|
15.6K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
88+ 2.16% |
$10.6K - $12.2K
|
4.17K
$588K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
87New |
$10.4K - $12K
|
87
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
87+ 4.37% |
$10.4K - $12K
|
2.08K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
87+ 4.81% |
$10.4K - $12K
|
1.9K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
86+ 0.99% |
$10.3K - $11.9K
|
8.81K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
86New |
$10.3K - $11.9K
|
86
$12.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 8.79% |
$9.95K - $11.5K
|
1.03K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
83+ 4.59% |
$9.95K - $11.5K
|
1.89K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
81+ 5.03% |
$9.71K - $11.2K
|
1.69K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
78+ 0.88% |
$9.35K - $10.8K
|
8.9K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
77+ 0.93% |
$9.23K - $10.6K
|
8.38K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
76New |
$9.11K - $10.5K
|
76
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76+ 0.83% |
$9.11K - $10.5K
|
9.26K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
75+ 0.16% |
$8.99K - $10.4K
|
46.6K
$6.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73+ 0.01% |
$8.75K - $10.1K
|
638K
$90M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
71New |
$8.51K - $9.8K
|
71
$10K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
70New |
$8.39K - $9.67K
|
70
$9.87K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
65+ 2.59% |
$7.79K - $8.98K
|
2.57K
$362K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$7.79K - $8.98K
|
65
$9.17K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65+ 49.62% |
$7.79K - $8.98K
|
196
$27.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64New |
$7.67K - $8.84K
|
64
$9.03K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
64+ 3.59% |
$7.67K - $8.84K
|
1.85K
$260K
|